+11.3%
NEE vs RIOT
-26.7%
+38.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.6% | -0.3% |
| 7D | -1.3% | -1.5% | +0.2% | -1.3% |
| 30D | -3.3% | +5.7% | -9.0% | -3.6% |
| 3M | -2.3% | -17.9% | +15.6% | -1.9% |
| 6M | -8.9% | +45.0% | -53.8% | -11.0% |
| YTD | +4.8% | +69.5% | -64.7% | +1.2% |
| 1Y | +18.7% | +37.2% | -18.5% | +15.4% |
| 3Y | +33.2% | +111.7% | -78.5% | +22.3% |
| All | +11.3% | -26.7% | +38.0% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling